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SOLUTIONS
CAPITAL MARKETS -- TRADE BI™ TradeBI™ is a pre-built and customizable business intelligence
solution for Instituitional Agency and Principal Broker/Dealers and
ECNs. It allows business users and executives to explore profitability
by trader, client, portfolio, correspondent, security. With TradeBI, you will see not only your Market Share but also Market
Color and be able to:
• Track client P&L vs. proprietary position P&L on a T+1, T+2, ... T+5 basis
The Dashboard provides the user access to reports, alerts, and
tools such as wire feeds, news services, video, and other information
sources. It allows the user a great deal of freedom; while at the same
time provides immediate notification of out of parameter conditions.
Because of the intuitive design, very limited business user training
is required.• On a YTD / MTD basis track market share, P&L, revenues, costs, loss ratios against benchmarks, projections by trader, by symbol, by firm / client, by sector, by exchanges, by execution - destination points, etc. • Track target level P&L vs. actuals on WTD, MTD, QTD, YTD basis • Respond with the right price on secondaries • Have a repository that shows what specific stocks brokers accumulate or sell • Make decisions based on revenues and costs, not just based on volume • Look at how Sales / Trading, Banking and Research intersect • Focus on priority securities across all traders • Manage traders' compensation structures • Track costs of trading across all cost categories, such as clearing, execution, execution - destination points, etc.
Pre-built Analytics allow the business user to interact with information from many sources, providing the information that is most often requested by Mangers and Analysts. Over 300 pre-built analytics allow the rapid development of a solution, with additional reports and performance indicators added as needed. This jump-starts solution availability, typically meeting 60% to 80% of initial analytical needs. The pre-built set of analytics supports the following:
Performance Indicators provide the measures used within ad hoc reports, standard views, and alerts. The initial set of performance indicators consist of the following:
Many organizations have spent a great deal of time and effort developing
specific high value reports. These reports may also be integrated into
the Dashboard, providing the business user a single point of access. Detect & Alerts are powerful tools that run in the background to monitor rules-based scenarios. When a specified condition is met, an alert is activated. These alerts are often triggered by the performance indicators, but may also trigger from any scenario defined by a specific set of business rules. • Sets of Detect & Alerts are pre-built to jump-start the solution. • Alerts take specific action such as notifying a business user via the Dashboard, through Email, or via a Wireless. • The business user may forward alerts to others via Email or Wireless by a simple point and click operation. Wireless Access allows business users to access reports and alerts via wireless devices. Notification may be via a cellular phone, Palm Pilot, or other PDA device. • Specialized report formats suitable for wireless are pre-built from the analytical reports, and will be expanded for your customer needs. • Alert notifications are provided directly from the solution back-end, or may be forwarded by a business user. |
